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Carlyle Group (SPWR holder) discloses 8.3M-share, 4.4% SunPower position

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Carlyle Group Inc. and affiliated entities report their ownership of SunPower Inc. common stock in an amended Schedule 13G. As of June 30, 2026, they may be deemed to beneficially own 8,296,131 shares of common stock, representing 4.4% of the class. This is based on 189,009,928 shares outstanding, including 183,057,547 shares outstanding as of July 16, 2026 and 5,952,381 shares issuable upon conversion of a convertible note. Of the position, 2,343,750 shares are held of record by CRSEF Solis Holdings, L.L.C., and 5,952,381 shares are issuable upon conversion of a convertible note held by that entity. The Carlyle-related entities report no sole voting or dispositive power and shared voting and dispositive power over 8,296,131 shares, and each disclaims beneficial ownership except to the extent of any pecuniary interest. The filing also notes that the Reporting Persons now hold 5 percent or less of SunPower’s outstanding common stock.

Positive

  • None.

Negative

  • None.
Beneficially owned shares 8,296,131 shares Common stock of SunPower Inc. beneficially owned by Carlyle Reporting Persons as of June 30, 2026
Percent of class 4.4% Portion of SunPower common stock class beneficially owned by the Reporting Persons
Shares outstanding baseline 189,009,928 shares SunPower common stock outstanding used to calculate ownership percentage, including convertible note shares
Shares held of record 2,343,750 shares SunPower common stock held of record by CRSEF Solis Holdings, L.L.C.
Shares issuable on conversion 5,952,381 shares SunPower common stock issuable upon conversion of a convertible note held by CRSEF Solis Holdings, L.L.C.
Shared voting power 8,296,131 shares Shares over which the Reporting Persons have shared power to vote or direct the vote
Shared dispositive power 8,296,131 shares Shares over which the Reporting Persons have shared power to dispose or direct disposition
beneficial ownership financial
"The ownership information presented below represents beneficial ownership of Common Stock of the Issuer"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
shared voting power financial
"Shared Voting Power 8,296,131.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared Dispositive Power 8,296,131.00"
convertible note financial
"5,952,381 shares of Common Stock issuable upon conversion of a convertible note"
A convertible note is a type of loan that a company gets from investors, which can later be turned into company shares instead of being paid back in cash. It matters because it helps startups raise money quickly without setting a fixed value for the company right away, making it easier to grow and attract investors.
CUSIP No. financial
"CUSIP No.: 20460L104"
Schedule 13G regulatory
"Ownership of 5 percent or less of a class "
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

FAQ

How much of SunPower Inc. (SPWR) does Carlyle report owning in this Schedule 13G/A?

Carlyle and its affiliated entities report beneficial ownership of 8,296,131 shares of SunPower common stock, representing 4.4% of the outstanding class, based on 189,009,928 shares outstanding as of June 30, 2026.

What portion of SunPower (SPWR) shares does Carlyle say is held through a convertible note?

The filing states that 5,952,381 shares of SunPower common stock are issuable upon conversion of a convertible note beneficially owned by the Reporting Persons and held of record by CRSEF Solis Holdings, L.L.C..

How many SunPower (SPWR) shares does CRSEF Solis Holdings, L.L.C. hold directly?

CRSEF Solis Holdings, L.L.C. holds of record 2,343,750 shares of SunPower common stock, in addition to the 5,952,381 shares that are issuable upon conversion of a convertible note it also holds.

Does Carlyle have sole or shared voting power over its SunPower (SPWR) stake?

The Reporting Persons disclose 0 shares with sole voting power and 8,296,131 shares with shared voting power. They also report shared dispositive power over the same 8,296,131 shares and no sole dispositive power.

What does the Schedule 13G/A say about Carlyle’s ownership level in SunPower (SPWR)?

The filing states that Carlyle and its affiliated entities beneficially own 4.4% of SunPower’s common stock and specifically indicates ownership of 5 percent or less of the class, reflecting their current reported position.

How is the total share count for SunPower (SPWR) calculated in this ownership report?

The total of 189,009,928 shares outstanding includes 183,057,547 shares of common stock outstanding as of July 16, 2026 plus 5,952,381 shares issuable upon conversion of a convertible note held by the Reporting Persons.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





20460L104

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G




Comment for Type of Reporting Person: Limited Liability Company


SCHEDULE 13G





SCHEDULE 13G




Comment for Type of Reporting Person: Limited Liability Company


SCHEDULE 13G




Comment for Type of Reporting Person: Limited Liability Company


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G




Comment for Type of Reporting Person: Limited Liability Company


SCHEDULE 13G




Comment for Type of Reporting Person: Limited Liability Company


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G




Comment for Type of Reporting Person: Limited Liability Company


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G




Comment for Type of Reporting Person: Limited Liability Company


SCHEDULE 13G



Carlyle Group Inc.
Signature:/s/ Anne K. Frederick
Name/Title:Anne K. Frederick, Corporate Secretary
Date:08/14/2026
Carlyle Holdings I GP Inc.
Signature:/s/ Anne K. Frederick
Name/Title:Anne K. Frederick, Managing Director
Date:08/14/2026
Carlyle Holdings I GP Sub L.L.C.
Signature:By: Carlyle Holdings I GP Inc., its sole member, By: /s/ Anne K. Frederick
Name/Title:Anne K. Frederick, Managing Director
Date:08/14/2026
Carlyle Holdings I L.P.
Signature:/s/ Anne K. Frederick
Name/Title:Anne K. Frederick, Managing Director
Date:08/14/2026
CG Subsidiary Holdings L.L.C.
Signature:/s/ Anne K. Frederick
Name/Title:Anne K. Frederick, Managing Director
Date:08/14/2026
TC Group, L.L.C.
Signature:/s/ Anne K. Frederick
Name/Title:Anne K. Frederick, Managing Director
Date:08/14/2026
TC Group Sub L.P.
Signature:By: TC Group, L.L.C., its general partner, By: /s/ Anne K. Frederick
Name/Title:Anne K. Frederick, Managing Director
Date:08/14/2026
CRSEF Lux GP S.a r.l.
Signature:/s/ Daniel Fischbach
Name/Title:Daniel Fischbach, Manager
Date:08/14/2026
Signature:/s/ Sabine Belair
Name/Title:Sabine Belair, Manager
Date:08/14/2026
Carlyle Holdings II GP L.L.C.
Signature:By: The Carlyle Group Inc., its sole member, By: /s/ Anne K. Frederick
Name/Title:Anne K. Frederick, Corporate Secretary
Date:08/14/2026
Carlyle Holdings II L.L.C.
Signature:/s/ Anne K. Frederick
Name/Title:Anne K. Frederick, Managing Director
Date:08/14/2026
TC Group Cayman Investment Holdings, L.P.
Signature:By: CG Subsidiary Holdings L.L.C., its general partner, By: /s/ Anne K. Frederick
Name/Title:Anne K. Frederick, Managing Director
Date:08/14/2026
TC Group Cayman Investment Holdings Sub L.P.
Signature:By: TC Group Cayman Investment Holdings, L.P., its general partner, By: CG Subsidiary Holdings L.L.C., its general partner, By: /s/ Anne K. Frederick
Name/Title:Anne K. Frederick, Managing Director
Date:08/14/2026
CRSEF GP, L.L.C.
Signature:/s/ Sanket Patel
Name/Title:Sanket Patel, Vice President
Date:08/14/2026
CRSEF Managing GP, L.P.
Signature:By: CRSEF GP, L.L.C., its general partner, By: /s/ Sanket Patel
Name/Title:Sanket Patel, Vice President
Date:08/14/2026
Carlyle CRSEF Solis Aggregator, S.C.Sp.
Signature:By: CRSEF Managing GP, L.P., its general partner, By: CRSEF GP, L.L.C., its general partner, By: /s/ Sanket Patel
Name/Title:Sanket Patel, Vice President
Date:08/14/2026
Signature:By: CRSEF Lux GP S.a r.l., its general partner, By: /s/ Daniel Fischbach
Name/Title:Daniel Fischbach, Manager
Date:08/14/2026
Signature:By: CRSEF Lux GP S.a r.l., its general partner, By: /s/ Sabine Belair
Name/Title:Sabine Belair, Manager
Date:08/14/2026
CRSEF Solis Holdings, L.L.C.
Signature:By: Carlyle CRSEF Solis Aggregator, S.C.Sp., its managing member, By: CRSEF Managing GP, L.P., its GP, By: CRSEF GP, L.L.C., its GP,By: /s/ Sanket Pat
Name/Title:Sanket Patel, Vice President
Date:08/14/2026
Signature:By: CRSEF Lux GP S.a r.l., its general partner, By: /s/ Daniel Fischbach
Name/Title:Daniel Fischbach, Manager
Date:08/14/2026
Signature:CRSEF Lux GP S.a r.l., its general partner, By: /s/ Sabine Belair
Name/Title:Sabine Belair, Manager
Date:08/14/2026
Exhibit Information

99: Joint Filing Agreement (previously filed).